Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OVEAX (STERLING CAPITAL MID VALUE FUND A CLASS) | NA | 1.49% | -1.47% | 8.31% | 3.31% | 7.04% | 6.50% | … | … |
Data as of 05/14/2025, Common starting date is 10/30/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OVEAX (STERLING CAPITAL MID VALUE FUND A CLASS) | 10/30/1996 | 05/14/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.63 | 1.49 | -1.47 | 8.31 | 3.31 | 7.04 | 6.50 | … | … | -0.50 | 7.09 | 12.67 | -26.62 | 11.69 | 9.19 | 28.90 | -18.19 | 13.85 | 16.28 | -2.40 | 5.27 | 45.32 | 12.04 | -3.75 | 20.06 | 37.41 | -32.84 | -2.49 | 19.50 | 11.02 | 19.38 | 29.68 | -14.44 | -3.55 | -2.63 | 10.09 | 7.50 | 19.07 | 4.68 |
| Sharpe Ratio | NA | -0.10 | -0.23 | 0.29 | 0.09 | NA | NA | … | … | -0.20 | 0.24 | 0.57 | -0.97 | 0.62 | 0.20 | 1.75 | -1.14 | 1.32 | 0.90 | -0.16 | 0.44 | 4.17 | 0.83 | -0.14 | 1.06 | 1.23 | -0.79 | -0.39 | 1.55 | 0.80 | 1.63 | 2.06 | -0.76 | -0.35 | -0.39 | 0.52 | 0.26 | 1.15 | 4.39 |
| Standard Deviation(%) | NA | 18.12 | 21.12 | 21.56 | 22.20 | NA | NA | … | … | 22.73 | 14.24 | 15.98 | 29.07 | 18.94 | 44.02 | 15.66 | 17.24 | 10.01 | 17.84 | 15.20 | 12.07 | 10.87 | 14.57 | 27.35 | 18.87 | 30.32 | 42.46 | 14.35 | 10.39 | 10.93 | 11.25 | 14.03 | 20.50 | 17.46 | 17.55 | 13.04 | 15.40 | 13.28 | 6.35 |
| Draw Down(%) | NA | 16.77 | 28.31 | 37.00 | 45.62 | NA | NA | … | … | 14.87 | 7.95 | 13.98 | 30.49 | 14.22 | 45.62 | 8.87 | 27.76 | 6.75 | 14.18 | 13.97 | 9.52 | 4.05 | 11.96 | 27.07 | 16.76 | 29.16 | 49.36 | 14.76 | 8.93 | 6.37 | 7.62 | 12.09 | 29.88 | 17.29 | 13.21 | 9.71 | 15.66 | 8.01 | 2.46 |
| Yield(%) | 47.30 | 39.59 | 13.64 | 12.78 | 7.75 | 10.51 | 8.14 | … | … | 31.92 | 10.89 | 7.80 | 0.18 | 0.00 | 0.21 | 15.23 | 7.46 | 4.79 | 3.50 | 17.54 | 6.65 | 8.89 | 0.85 | 0.57 | 0.29 | 0.27 | 0.23 | 10.04 | 5.89 | 39.18 | 1.66 | 1.53 | 0.72 | 1.38 | 1.78 | 1.16 | 1.91 | 2.22 | 1.24 |
Data as of 05/14/2025, Common starting date is 10/30/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OVEAX (STERLING CAPITAL MID VALUE FUND A CLASS) |
-14.99%
Feb 2006 – Feb 2009 |
-4.08%
Feb 2004 – Feb 2009 |
-0.11%
Feb 1999 – Feb 2009 |
5.08%
Jul 1997 – Jul 2012 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OVEAX (STERLING CAPITAL MID VALUE FUND A CLASS) |
29.02%
Feb 2009 – Feb 2012 |
25.52%
Feb 2009 – Feb 2014 |
15.08%
Feb 2009 – Feb 2019 |
11.46%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart